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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2015
- Office Locations
- 1
Office Locations
About CFS Financial, LLC
CFS Financial, LLC is a Salem, MA-based fiduciary advisory firm providing personalized financial planning and wealth management, integrating retirement planning, investment strategy, tax solutions, Medicare consulting, and multi-generational/legacy planning. The team supports individuals and families across life stages and offers small business planning. Investment work emphasizes portfolio construction and asset allocation, often using mutual funds and fixed income. Custody includes Charles Schwab.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
MATTHEW SCOTT CARPENTER
Chief Executive Officer, PARTNER
- CRD
- #5849681
- Ownership
- 50% but less than 75%
WILLIAM JOHN RABBITT
Partner
- CRD
- #5593227
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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